Vanguard Russell 2000 ETF
VTWO
176 hedge funds and large institutions have $708M invested in Vanguard Russell 2000 ETF in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 62 increasing their positions, 42 reducing their positions, and 15 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
107% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 15
51% more capital invested
Capital invested by funds: $470M → $708M (+$238M)
48% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 42
25.05% more ownership
Funds ownership: 63.59% → 88.64% (+25%)
7% more funds holding
Funds holding: 164 → 176 (+12)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$90.4M |
| 2 |
JP Morgan Chase
New York
|
+$33.7M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.72M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$3.99M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$3.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JG
Jefferies Group
New York
|
-$12.2M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$8.86M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$6.07M |
| 4 |
VF
Virtu Financial
New York
|
-$4.26M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.17M |
VTWO Hedge Fund Activity: Q4 2019 in Review
176 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q4 2019, worth a combined $708M — up 51% from $470M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new VTWO positions and 15 closed out — a net gain of 16 holders — while 62 added to existing stakes and 42 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $90.4M. The largest seller was Jefferies Group, exiting entirely with an estimated $12.2M sold.
- 176 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q4 2019, up from 164 in Q3 2019.
- Funds reported $708M of Vanguard Russell 2000 ETF stock for Q4 2019, up 51% quarter-over-quarter.
- 31 funds opened new Vanguard Russell 2000 ETF positions in Q4 2019 and 15 closed out, a net change of +16 holders.
- The largest Vanguard Russell 2000 ETF buyer in Q4 2019 was Morgan Stanley, an estimated $90.4M added.
- The largest Vanguard Russell 2000 ETF seller in Q4 2019 was Jefferies Group, an estimated $12.2M sold.
Based on aggregated 13F filings for Q4 2019.